Axxess Assist
Our virtual assistants support agents by handling administrative tasks, managing client follow-ups, and streamlining daily operations to help agents focus on selling.
Our growing suite of tools helps you...
Keep your clients
such as data entry, CRM updates, and application processing.
Manage Client Communications
including follow-ups, appointment reminders, and responding to inquiries.
Assist with marketing efforts
like email campaigns, social media scheduling, and outreach support.
List of Services
Advertising Research & Ad Copy Development
Agent Recruitment / Onboarding Assistance (includes contracting guidance)
Audits / Reports i.e. Commission Audits / Sales Stack Rankings and Reports
Calendar Management
CEU Tracking / Updates
Community Based Marketing Assistance
Compliance Research / Monitoring & Guidance
CRM Data Entry / CRM Guidance / Data Management
Customer Service Triage
Data Analysis
Event / Meeting Photography / Videography (On-Site Duty: at least 10 Day Notice REQUIRED)
Event / Meeting Planning, Set-up, Break-down, Minutes (If an On-Site Duty is needed - at least 10 Day Notice is REQUIRED)
Kit Orders / Assembly (If an On-Site Duty is needed - at least 10 Day Notice is REQUIRED)
Mass Email, Mailing, Calls and Text Campaigns
"New Agent Welcome Package" Orders / Shipping
Newsletter or other Client Communication
Presentation / Slide Development
Print / Copy Coordination / Flyer Creation
Reward / Incentive Coordination
Shipping / Receiving Coordination
Social Media / Digital Marketing Support
Supply / Promo Orders
Territory and Market Insights / Reports
Travel Arrangements
Web Development and Assistance
No more unexpected plan changes for medicare clients!
The Axxess CRM comes equipped with a powerful integration brought to you by MediZues. Once you enter your clients' medicare beneficiary numbers and dates of birth, you'll instantly begin receiving notifications of any upcoming plan changes.
This gives you an opportunity to make sure your client authorized the plan change before the change takes effect. Or, if your client did authorize the change, you can consult with them to potentially preserve your renewals.
This feature comes at no additional cost to Axxess agents.
